Propense pairs AI-powered client intelligence with people who understand how cross-selling really works inside accounting and law firms. With hands-on consulting, training and change management support, firms receive 360-degree service to cement revenue-generating behaviors.
By Alexander Diaz
What makes Propense different from every other AI-powered business development platform in the market? The people behind it.
Propense is powered by experts who understand cross-selling and the intricate challenges unique to professional services firms. Instead of gatekeeping that knowledge, we share it through leadership sessions, interactive webinars, workshops, lunch and learns, individual coaching and other consulting services designed around each firm.
We’ve worked with thousands of professionals at hundreds of accounting and law firms, giving us firsthand insight into how they evaluate and prioritize opportunities—as well as how firm culture, organizational structures, mergers, lateral hires and competing priorities can affect adoption. Those insights shaped Propense into a human-centric platform that consistently moves promising opportunities forward.
A Purpose-Built AI Platform—Not Another Wrapper
Propense isn’t a general-purpose AI model placed behind a new interface. We built the platform from the ground up to solve the specific growth challenges affecting accounting and law firms. Its intelligence is informed by years spent studying cross-selling, speaking with professionals and examining how client relationships expand inside complex organizations. As a result, you get access to a comprehensive soution which has proven it can deliver results.
General-purpose AI tools are trained to produce the answer a user appears to want. They may affirm an idea because it sounds reasonable, even when it’s not the best decision. Propense works differently, because we want our clients to win (and they are—we’ve already helped firms uncover billions more than 50 million in untapped revenue hidden within their existing portfolios).
Our tool not only offers professionals good options—it offers additional information which can build their confidence and supports the decisions to introduce the services. We found the confidence is imperative to offset the worry that we all have that something we introduce will disturb the long-term relationships partners have taken years to build.
Unlike AI wrappers, we help professionals concentrate on the opportunities most worthy of their attention. Sometimes that means validating a potential opportunity. Other times, it means being honest that an idea is unlikely to be the best use of their time. From there, professionals can turn these insights into human conversations that drive meaningful growth.
We know the platform is working when professionals can quickly review their highest-priority opportunities, act on them and return whenever they need additional intelligence. We don’t want professionals living in the system. That’s why we designed the system to actually work for them.
More Than Software: A Cross-Selling Consulting Partner
Propense isn’t a one-size-fits-all CRM, nor are we a conventional SaaS company focused on selling as many subscriptions as possible.
Firms receive a 360-degree service backed by people who know cross-selling inside and out. We remain closely involved, make ourselves readily available and provide the level of attention firms need to feel like a priority, not just another account number.
Adoption takes time. Professionals have different books of business, communication styles, levels of technical comfort and approaches to business development. No platform can be introduced with the wave of a magic wand and immediately transform how an entire firm operates.
Propense works directly with firm leaders, marketing and business development teams, and client-facing professionals throughout the adoption and implementation process. We learn how the firm operates, identify its strongest use cases and develop a rollout strategy aligned with its goals.
Depending on the firm’s needs, that support can include:
These consulting services help firms establish expectations, build confidence and incorporate Propense into existing business development workflows. They also help us understand how each firm uses the platform. We can see where professionals are gaining traction, where they need additional guidance and how Propense can continue evolving alongside their priorities.
Practical Workshops Built Around Real Opportunities
To promote adoption, we organize interactive workshops and webinars that provide solutions to time-consuming challenges professionals are actively navigating.
A law firm preparing for an upcoming trip to New York or London, for example, may want to identify which clients and prospects its attorneys should meet. During a workshop, we can show the team how to use Propense to prioritize meetings, identify colleagues or practice areas to involve and prepare relevant topics for each conversation.
An accounting firm may be integrating a group of lateral hires. Propense can show leaders where the new team’s expertise aligns with existing client needs. From there, the firm can plan introductions, coordinate outreach and begin building relationships across practices.
Each session gives professionals an immediate reason to use the platform. They leave with relevant intelligence, a practical use case and clear next steps. That approach makes adoption easier because professionals can see how Propense supports the work already on their plates.
People Are the Propense Advantage
Our team understands the pressures accounting and legal professionals face because we actually spend time with them. Some members of our team previously stood in their shoes. We listen to their concerns, learn how their firms operate and develop practical strategies for moving opportunities forward.
We also know when to challenge assumptions, curb apprehension and help professionals recognize the difference between a promising data point and an opportunity worth pursuing. That kind of judgment cannot be replicated by an algorithm alone. It comes from being in the room with thousands of professionals and developing a deep understanding of how people communicate and make decisions.
AI makes it possible to analyze complex client data and surface opportunities quickly. Our people make those insights useful inside a firm. Together, our technology and consulting services help professionals turn client intelligence into action time and time again, driving consistent growth.
We’d welcome the opportunity to work with you, too. Schedule a demo to experience our people-driven approach for yourself.